Dashboard sharing question
Hi to all, is it possible for a user to create a Dashboard and make it visible to another pipedrive's user in the same company?
At the moment (a customer with essential plans) seems it's not possible. My client wants to be able to that an user can create a dashboard and other users (on the same account) can view and modify it.
Is it possible @Inês Batata ?
Comments
-
Hi @Marco Govoni !
At the moment not yet. Both users will have to create the same dashboard individually, and the changes user A makes won't show up for user B.
An approximate alternative would be to shareable insights, but then the user can't drill down on the results.
This is something that's in our backlog of ideas, and I've sent your feedback to the team to reinforce it. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. But stay tuned for news in the usual places!
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0 -
Inês Batata said:
Hi @Marco Govoni !
At the moment not yet. Both users will have to create the same dashboard individually, and the changes user A makes won't show up for user B.
An approximate alternative would be to shareable insights, but then the user can't drill down on the results.
This is something that's in our backlog of ideas, and I've sent your feedback to the team to reinforce it. The hardest job is to prioritise all ideas and suggestions from all our customers. This one hasn't made the cut yet unfortunately. But stay tuned for news in the usual places!
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
Thanks !
0 -
Yes! We need this, too!
0
